Competency Assessment Task - Create - Step 1 - General

To create a competency assessment task, go to Admin > Tools > Performance Management > Competency Assessment Tasks. Then, click the Add Task link.

On the General step, enter the following information:

  • Task Name - Enter a name that display to users. This field is required and the character limit is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Description - Enter a description that displays on Scheduled Tasks page. The character limit for this field is 500. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Instructions - Enter instructions that display to the user on the first page of assessment task. The character limit is 3000. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Task Period - The task period defines the start and end dates of the Assessment Task. The end date corresponds to the end date of the task for the user. Based on the date selected, the task closes at 11:59 PM.
  • Component - Select one of the following:
    • Competency Assessment Task - This configuration has one defined model and recipients for the overall task.
    • User-Defined Competency Assessment - This configuration allows an assessee to determine who their assessors will be, and optionally, what model will be used in the assessment.
    • SMP Based Competency Task - SMP-based competency tasks are created to be completed as a sub-step within an SMP task. For that reason, the SMP-based task setup is simplified to only include the appropriate options. See SMP-Based Competency Assessment Task - Create.
    • ATS Competency Task - ATS competency tasks are created to be completed as a sub-step within an application workflow or job requisition. For that reason, the ATS task setup is simplified to only include the appropriate options. See ATS Competency Assessment Task - Create.
    • Review Based Competency Task - Review-based competency tasks are created to be completed as a sub-step within a performance review. For that reason, the Review-based task setup is simplified to only include the appropriate options. See Review-Based Competency Assessment Task - Create.
  • Click Next to proceed to the Competency Model step. See Competency Assessment Task - Create - Step 2 - Competency Model.